Investment Banking Associate Jobs in Charlotte, NC
Investment Banking Associate jobs in Charlotte are concentrated in Uptown, South End, and the Ballantyne corridor, driven by the city's deep financial services sector and its growing middle-market M&A and capital markets activity. Employers hiring right now include MUFG, Citizens, and Jefferies. See the openings below and apply to the ones that match your experience.
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Showing 4 of 17+ Investment Banking Associate jobs
Investment Banking Associate – Aerospace, Defense & Government (AD&G)
Location: Charlotte, NC
Business Unit: Investment Banking – Global Industrials / Aerospace, Defense & Government (AD&G)
Position Overview
Jefferies is seeking an Investment Banking Associate to join its Aerospace, Defense & Government (AD&G) team in Charlotte. The Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. The role offers significant client exposure and direct interaction with senior bankers and executive management teams.
Key Responsibilities
- Execute buy-side and sell-side M&A transactions, capital raises, and strategic advisory assignments.
- Build and review sophisticated financial models, including:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transaction Analysis
- Leveraged Buyout (LBO) Analysis
- Merger and Accretion/Dilution Models
- Perform valuation, financing, and strategic analyses in support of client transactions.
- Prepare client presentations, pitch materials, confidential information memoranda (CIMs), management presentations, offering memoranda, and other transaction-related documentation.
- Conduct industry, market, and company-specific research focused on the Aerospace, Defense & Government sector.
- Participate in due diligence processes and coordinate workstreams among internal and external stakeholders.
- Manage analysts and oversee work product to ensure quality and accuracy.
- Develop and maintain client relationships through transaction execution and business development efforts.
- Work closely with product partners across equity capital markets, debt capital markets, leveraged finance, restructuring, and sector coverage teams.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 3+ years of investment banking, corporate finance, transaction advisory, related experience or advanced degree.
- Strong financial modeling and valuation skills.
- Experience executing M&A and/or capital markets transactions.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects in a fast-paced environment while meeting tight deadlines.
- Demonstrated leadership and team management capabilities.
Preferred
- Prior Aerospace, Defense, Government Services, Industrials, or related sector experience.
- FINRA Series 79 and Series 63 licenses (or ability to obtain promptly upon hire).
- MBA or advanced finance-related credentials
#LI-DNI
Salary Range: $175,000 - $225,000
Investment Banking Associate – Aerospace, Defense & Government (AD&G)
Location: Charlotte, NC
Business Unit: Investment Banking – Global Industrials / Aerospace, Defense & Government (AD&G)
Position Overview
Jefferies is seeking an Investment Banking Associate to join its Aerospace, Defense & Government (AD&G) team in Charlotte. The Associate will play a critical role in executing M&A, strategic advisory, equity and debt financing transactions for domestic and international clients across the aerospace, defense, government services, and related industrial sectors. The role offers significant client exposure and direct interaction with senior bankers and executive management teams.
Key Responsibilities
- Execute buy-side and sell-side M&A transactions, capital raises, and strategic advisory assignments.
- Build and review sophisticated financial models, including:
- Discounted Cash Flow (DCF)
- Comparable Company Analysis
- Precedent Transaction Analysis
- Leveraged Buyout (LBO) Analysis
- Merger and Accretion/Dilution Models
- Perform valuation, financing, and strategic analyses in support of client transactions.
- Prepare client presentations, pitch materials, confidential information memoranda (CIMs), management presentations, offering memoranda, and other transaction-related documentation.
- Conduct industry, market, and company-specific research focused on the Aerospace, Defense & Government sector.
- Participate in due diligence processes and coordinate workstreams among internal and external stakeholders.
- Manage analysts and oversee work product to ensure quality and accuracy.
- Develop and maintain client relationships through transaction execution and business development efforts.
- Work closely with product partners across equity capital markets, debt capital markets, leveraged finance, restructuring, and sector coverage teams.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 3+ years of investment banking, corporate finance, transaction advisory, related experience or advanced degree.
- Strong financial modeling and valuation skills.
- Experience executing M&A and/or capital markets transactions.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects in a fast-paced environment while meeting tight deadlines.
- Demonstrated leadership and team management capabilities.
Preferred
- Prior Aerospace, Defense, Government Services, Industrials, or related sector experience.
- FINRA Series 79 and Series 63 licenses (or ability to obtain promptly upon hire).
- MBA or advanced finance-related credentials
#LI-DNI
Salary Range: $175,000 - $225,000
See All 17 Investment Banking Associate Jobs in Charlotte
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Find JobsInvestment Banking Associate Job Market in Charlotte
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Staffing & Recruiting
- Banking & Financial Services
Investment Banking Associate Jobs in Charlotte: Frequently Asked Questions
How do I get an investment banking associate job in Charlotte?
Charlotte's investment banking associate market is anchored in financial services, particularly regional and national banks, middle-market advisory boutiques, and private equity-backed deal shops concentrated Uptown and in Ballantyne. Candidates with corporate finance, leveraged finance, or M&A execution backgrounds stand out, as do those with CFA progress or relevant deal experience in energy, healthcare, or real estate, all sectors with strong Charlotte deal flow.
Which companies hire investment banking associates in Charlotte?
Employers hiring investment banking associates in Charlotte right now include MUFG, Citizens, and Jefferies, based on current listings on Migrate Mate as of August 2026. Charlotte's employer base skews toward large-bank capital markets divisions, regional boutique advisory firms, and specialty finance shops serving the Southeast.
Are there remote investment banking associate jobs in Charlotte?
Yes, though remote availability is limited given how deal-driven the role is, requiring close client and team collaboration. About 44% of investment banking associate openings tied to Charlotte are remote or hybrid as of August 2026, with hybrid arrangements more common than fully remote. Analytical and modeling-intensive functions are the most likely to accommodate flexible work schedules within Charlotte-based teams.
How can I get an investment banking associate job in Charlotte with little or no experience?
The most realistic entry path in Charlotte is through a financial analyst or junior associate role at one of the city's regional banks or boutique advisory firms Uptown, where smaller deal teams offer broader exposure than bulge-bracket shops. Corporate banking credit roles at Charlotte's major bank headquarters also provide a recognized bridge, and candidates with CPA credentials or strong financial modeling skills from accounting or corporate finance functions convert into IB associate tracks here.
Which industries hire the most investment banking associates in Charlotte?
The sectors hiring the most investment banking associates in Charlotte are Investment & Asset Management, Staffing & Recruiting, and Banking & Financial Services, based on current listings on Migrate Mate as of August 2026. Charlotte's status as a major U.S. banking hub means financial services and capital markets activity drive the bulk of local associate demand, complemented by deal flow in real estate and energy infrastructure across the Carolinas.
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